Cloudflare Inc.

The latest read

Computed from the data on Oct 22, 2026. Every figure links back to its source in the sections below.

• Revenue over the four quarters to June 30, 2026: $2.51 billion, up 34% from a year earlier.SEC EDGAR filings (XBRL)
• Free cash flow (operating cash flow minus capital expenditure) over the four quarters to June 30, 2026: $0.35 billion, up 67% from a year earlier.SEC EDGAR filings (XBRL)
• Capital expenditure over the four quarters to June 30, 2026: $0.29 billion, up 7.4% from a year earlier.SEC EDGAR filings (XBRL)
• Latest earnings call or results release (August 6, 2026): sentiment 0.90 on a −1 to +1 scale (confident, opportunity-framed), confidence 0.90 of 1.Palanor Discourse
• Guidance in the last 90 days: 3 outlook figures raised, 0 lowered, 0 held.Guidance Ledger (8-K results releases)
• Latest annual report (filed February 26, 2026): 0 risk factors added, 0 removed.Risk Factor Changes (10-K Item 1A)
• Insiders were net sellers in Q3 2026: $205 million on the open market.SEC Form 4
• 1,223 institutional managers reported a position at June 30, 2026 (+86 on the quarter before).SEC Form 13F
• H-1B filings certified in Q2 2026: 88 (43 a year earlier).U.S. Department of Labor (OFLC)
• Headlines in the last 30 days: 5, of which 1 read positive and 1 negative.Palanor headline tone

Company Posture covers S&P 500 companies.

No bond term sheets or tagged debt on file for Cloudflare Inc. yet.

Charts

Live charts: each one redraws from today’s data and has an image link to paste into a document or slide.

In the news

Headlines that name Cloudflare Inc., with the publisher and a link. The tone is read from each headline’s own words, never from a summary of the article.

30 days

5 headlines

20% positive · 20% negative

90 days

6 headlines

33% positive · 17% negative

• Neutral
  Cloudflare Cut 20%. Atlassian Cut 10%, Mostly Engineers. Bending Spoons Cuts Up to 75%. All Three Are Growing Faster or Earning More. So How Lean Can B2B Teams Really Get?

  SaaStr · Oct 17, 2026

• Neutral
  Cloudflare acquires Deno to improve its Workers programming model

  Cloudflare will use this acquisition to improve its Workers programming model and platform.

  TechCrunch · Oct 10, 2026

• Negative
  5 Interesting Learnings from Cloudflare at $2.8 Billion in Revenue: 36% Growth, a 20% Layoff, and a Stock at 50x Revenue

  SaaStr · Oct 8, 2026

• Positive
  BTIG Raises Price Targets on Cloudflare (NET) Amid Rising Cybersecurity Demand

  gurufocus.com · via Marketaux · Oct 6, 2026

• Neutral
  Can Cloudflare CEO Matthew Prince save the web from AI?

  The Verge · Sep 26, 2026

• Positive
  Cloudflare launches Kitesurf, a browser built for AI agents

  Cloudflare has introduced Kitesurf, a cloud-hosted browser designed for AI agents instead of people. The company says the browser uses less computing power than Chromium for common automation tasks, helping developers build browser-based AI agents more efficiently.

  TechCrunch · Aug 7, 2026

Filings and records

The last two years of notable 8-Ks, offerings, annual reports, federal awards, lobbying reports, patents and other public records, newest first.

1. Oct 20, 2026Lobbying
   Lobbying report (MEHLMAN CONSULTING, INC.)third_quarter 2026 · $0.0 million
2. Oct 13, 2026Patent
   Patent granted: MULTI-PARTY SPLIT-KEY AUTHENTICATIONUS 12763974
3. Sep 29, 2026Patent
   Patent granted: Controlling Access To Internet Resources For Certain User Agents Based On One Or More Conditions Being SatisfiedUS 12750373
4. Aug 25, 2026Patent
   Patent granted: Detecting Application Programming Interface (API) Sequences And Mitigating API Sequence Abuse At The Edge Of A Distributed Cloud Computing NetworkUS 12717641
5. Aug 13, 20268-K
   Material agreement signedItem 1.01
6. Jul 17, 2026Lobbying
   Lobbying report (MEHLMAN CONSULTING, INC.)second_quarter 2026 · $0.0 million
7. Jul 1, 20268-K
   Director or officer changeItem 5.02
8. Jul 1, 20268-K
   Shareholder vote resultsItem 5.07
9. Jun 30, 20268-K
   Director or officer changeItem 5.02
10. Jun 30, 20268-K
    Shareholder vote resultsItem 5.07
11. May 19, 2026Patent
    Patent granted: Sequential Consistency Across a Distributed Cloud Computing NetworkUS 12632469
12. May 15, 2026Trademark
    Trademark application: EMDASH
13. May 7, 20268-K
    Exit or restructuring costsItem 2.05
14. Apr 17, 2026Lobbying
    Lobbying report (MEHLMAN CONSULTING, INC.)first_quarter 2026 · $0.0 million
15. Feb 26, 202610-K
    Annual report (10-K)0 risk factors added, 0 removed
16. Feb 10, 20268-K
    Director or officer changeItem 5.02
17. Jan 20, 2026Lobbying
    Lobbying report (MEHLMAN CONSULTING, INC.)fourth_quarter 2025 · $0.0 million
18. Jan 13, 2026Patent
    Patent granted: Dynamic Allocation of Partitions in a Distributed Data Processing SystemUS 12524442
19. Oct 17, 2025Lobbying
    Lobbying report (MEHLMAN CONSULTING, INC.)third_quarter 2025 · $0.0 million
20. Aug 28, 2025Trademark
    Trademark application: INFIRE
21. Jul 21, 2025Lobbying
    Lobbying report (MEHLMAN CONSULTING, INC.)second_quarter 2025 · $0.0 million
22. Jun 17, 20258-K
    Material agreement signedItem 1.01
23. Jun 9, 20258-K
    Shareholder vote resultsItem 5.07
24. May 10, 2025Trademark
    Trademark application: DURABLE OBJECTS
25. Apr 17, 2025Lobbying
    Lobbying report (MEHLMAN CONSULTING, INC.)first_quarter 2025 · $0.0 million
26. Mar 27, 20258-K
    Director or officer changeItem 5.02
27. Feb 20, 202510-K
    Annual report (10-K)1 risk factors added, 0 removed
28. Feb 6, 20258-K
    Director or officer changeItem 5.02
29. Jan 20, 2025Lobbying
    Lobbying report (MEHLMAN CONSULTING, INC.)fourth_quarter 2024 · $0.0 million
30. Feb 21, 202410-K
    Annual report (10-K)0 risk factors added, 1 removed

Peers

Companies in the same industry in the S&P 500, Russell 1000 or MidCap 400, closest in revenue first. Trailing twelve months, from SEC filings.

Identity

SEC CIK

1477333

LEI

5493007DY18BGNLDWU14

Wikidata

Q4778915

SAM UEI

JV9YXS9MLA48